Setting up Holidays

Steps to set up Holidays

Holidays can be set up to be perpetual - such as New Year’s Day, Independence Day, etc. Other holidays will need to be entered manually each year.

1. Click Add Holiday
2. Enter the Month and Day
3. Enter the First Year when this holiday appears
4. Enter the Last Year if this is a one time holiday. Leave blank to be perpetual.
5. Select the Accrual Account that these hours should be added to. This is typically Holiday Hours and/or Holiday Pay, but could be set for a different account. See the Accrual Account section for instructions on this step
6. Enter a Second Choice Accrual Account if employees have an option. Some agencies allow employees to select Holiday Hours and/or Holiday Pay.
7. Click Save

Set up Holiday Rules

To set up the compensation rates for each employee, you’ll need to set up holiday settings per group. We can help you set this up if needed.

1. Go to Menu > Organization Setup > Groups & Departments
2. Click the dropdown on the upper left and click Add Grouping
3. Enter the name Holiday Rules and check the box for Holiday Rules
4. 
5. Click Add
6. Select Holiday Rules from the dropdown on the upper left
7. Click Add Group on the upper right
8. Add the different groups that you’ll need separate rules for:
9. 
10. Click Add
11. Click Save Changes
12. Then drag and drop employees into the correct group
13. 
14. Click Save Changes
15. To set up the rules, click on the title for the group, then click Edit
16. 
17. Fill out
    1. Bonus Hours: (typically 8, 12, 24)
       1. Indicates how many hours are credited to an employee each holiday, regardless of whether they work on that holiday.
    2. Hours Worked Multiplier: (typically 0, 0.5, 1)
       1. Increases the holiday bonus by the number of actual hours worked. Zero indicates no extra holiday bonus for hours worked.
    3. Maximum Bonus: (typically blank, 8, 12, 24)
       1. If the result of Bonus Hours + Hours Worked Multiplier is greater than this value, the employee receives this number as their holiday bonus instead.
    4. Adjust Weekends: (Typically for administrative employees - checked. For shift workers - unchecked)
       1. When a holiday occurs on a weekend, employees with this rule get credit for that holiday on the nearest non-holiday weekday instead of a weekend. Often set to Yes for employees who work on weekdays (M-F).
    5. Click Save

Typical Office / Administrator:

Everyone earns 8 hours. If they work the holiday, they receive no more hours for the holiday as Holiday Hours.

Typical 12 hour Patrol:

Everyone earns 12 hours of Holiday Hours. Those working get ½ times the number of hours worked up to 18 hours total.

Typical Part Time employees:

Everyone earns 0 hours for holidays.

Ask us if you need our help to configure this.